See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,047 | $214,378-78.1% | $200,582-76.5% | $142,382-67.0% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 29.72% | 46.41%-16.7pp | 42.33%-12.6pp | 217.08%-187.4pp |
| Employer contribution / active EE | $3,417 | $6,841-50.1% | $6,419-46.8% | $4,299-20.5% |
| Participant deferral / active EE | $8,648 | $9,865-12.3% | $9,331-7.3% | $6,507+32.9% |
| Admin fee / account holder | $11,198 | $17,692-36.7% | $16,305-31.3% | $12,624-11.3% |